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Badgley Phelps Wealth Managers’s Dimensional US High Profitability ETF DUHP Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Hold
11,512
– – 0.01% 256
2026
Q1 		$423K Hold
11,512
– – 0.01% 254
2025
Q4 		$438K Hold
11,512
– – 0.01% 252
2025
Q3 		$435K Hold
11,512
– – 0.01% 231
2025
Q2 		$409K Hold
11,512
– – 0.01% 228
2025
Q1 		$382K Hold
11,512
– – 0.01% 233
2024
Q4 		$389K Sell
11,512
-1,896
-14% -$65.6K 0.01% 232
2024
Q3 		$457K Buy
+13,408
New +$439K 0.01% 216

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Badgley Phelps Wealth Managers's DUHP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 11,512 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #256.

Badgley Phelps Wealth Managers first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Badgley Phelps Wealth Managers held 11,512 shares of Dimensional US High Profitability ETF worth $480K as of Q2 2026.
  • Badgley Phelps Wealth Managers left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #256 holding.
  • Badgley Phelps Wealth Managers first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.